US Assets, Dollar, Gold & Silver: The 2026 Power Shift You Can’t Ignore

The tectonic plates of global finance are grinding. Forget what you knew yesterday.

The Dollar's Dilemma

Greenback dominance faces its stiffest test in decades. Central bank maneuvers and geopolitical friction are chipping away at the bedrock of the global reserve currency. It's not collapsing—it's just no longer the only game in town.

Gold & Silver: The Ancient Alarm System

The old guards are flashing warning lights. Prices aren't just ticking up; they're signaling a deep-seated institutional anxiety. When traditional safe havens get this jumpy, the smart money starts looking for the exits—or for something entirely new.

Where's the Smart Money Flowing?

While fund managers rebalance their precious metal ETFs and argue over forex forecasts, a parallel system is being built. It operates 24/7, bypasses traditional gatekeepers, and views market volatility not as a risk, but as a feature. The real shift isn't between asset classes; it's between financial eras.

Legacy assets are reacting. Digital assets are building. One is playing a defensive game. The other is rewriting the rules entirely. Choose your side before the next headline hits.

Update on US Assets and the US Dollar

Per the latest post shared by the Kobeissi Letter on X, the foreign ownership in the US assets has now been peaking at a new high. Global holdings of US financial assets have now surged by 13.6% YoY in Q3 2025 to a record $64.1 trillion. These holdings have now doubled since 2018, signifying the population quotient of the US assets abroad.

This means foreigners hold $27.6 trillion more in US assets than Americans hold overseas. Meanwhile, in 2025, purchases of US stocks by investors from overseas surged 134% YoY, to $720.1 billion. US assets have never been in higher demand than now.”

Foreign ownership of US assets has never been higher:

Global holdings of US financial assets jumped +13.6% YoY in Q3 2025, to a record $64.1 trillion.

Holdings have DOUBLED since 2018, and have grown at a +9.3% compounded annual growth rate (CAGR) since 2015.

At the same time,… pic.twitter.com/huMNDZmYL4

On the other hand, the US dollar has hit an all-time low, with its global reserves shrinking at a faster rate. USD global reserves have now been exploring their lowest levels to date, making up 56.9% of the global reserve share.

THE U.S. DOLLAR JUST HIT ITS LOWEST GLOBAL RESERVE SHARE IN 32 YEARS.

U.S. dollar now makes up just 56.9% of global reserves, down from 72% at the peak.

Central banks are actively cutting dollar exposure as U.S. debt, deficits and global trust in long term dollar stability are… pic.twitter.com/vD04dvq6Up

Gold and Silver Rally: How and When?

While the US dollar tumbles and falls to new lows, the precious metals are heating up for another notable price surge. Per the latest update shared by Rashad Hajiyev, gold and silver prices may now start to “grind,” gaining significant momentum by the end of March 2026. Hajiyev later shared how both the metals may experience explosive months of April and May, with their prices peaking to new all-time highs during the aforementioned time frames. Hajiyev predicts an $8K and $250 price threshold for gold and silver, respectively.

I WOULD expect precious metals are going to grind higher for the next 2-3 weeks before they start gaining momentum towards second half of March followed by explosive run towards April – May. The window of opportunity to buy mining shares at reasonable prices is likely to close…